Twin Peaks Wealth Advisors’s Appian APPN Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio APPN Stock Details APPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1	Closed	-$28	–	282
2025 Q2	$28	Buy	+1	New	+$30	﹤0.01%	2229

Other funds holding APPN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return

Twin Peaks Wealth Advisors's APPN Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of Appian (APPN) in Q3 2025, closing a stake of 1 share — an estimated $28 sold.

Twin Peaks Wealth Advisors first reported a position in APPN in Q2 2025 and held it in 1 quarter. The position peaked at $28 in Q2 2025. 232 funds tracked by Wall St. Rank hold APPN as of Q3 2025.

Twin Peaks Wealth Advisors reported no remaining Appian position as of Q3 2025 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 1 Appian share in Q3 2025, an estimated $28.
Twin Peaks Wealth Advisors first reported a position in Appian in Q2 2025 and held it in 1 quarter.
Twin Peaks Wealth Advisors's Appian position peaked at $28 in Q2 2025.
232 funds tracked by Wall St. Rank held Appian as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.